SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Martin Ryan J | SVP Finance | 2026-08-20 | Open-market sell | 500 | $55K |
| Martin Ryan J | SVP Finance | 2026-08-18 | Open-market sell | 471 | $52K |
| Shaw Theresa A | SVP and CATO | 2026-08-14 | Open-market sell 10b5-1 | 325 | $35K |
| MOEHN MICHAEL L | Group President, Utilities | 2026-08-03 | Open-market sell 10b5-1 | 6500 | $708K |
| Arora Ajay K | EVP of Subsidiary | 2026-07-01 | Grant/award | 716 | $0 |
| Melda Aaron P | Chairman & President of Sub | 2026-07-01 | Grant/award | 2520 | $0 |
| Smith Patrick E | Chairman & President of Sub | 2026-07-01 | Grant/award | 280 | $0 |
| Arora Ajay K | EVP of Subsidiary | 2026-06-01 | Grant/award | 6797 | $0 |
| Melda Aaron P | Chairman and President | 2026-06-01 | Grant/award | 3705 | $0 |
| Shaw Theresa A | SVP and CATO | 2026-05-14 | Open-market sell 10b5-1 | 325 | $35K |
| Shaw Theresa A | SVP and CATO | 2026-05-12 | Open-market sell 10b5-1 | 1500 | $164K |
| MOEHN MICHAEL L | Group President, Utilities | 2026-05-01 | Open-market sell 10b5-1 | 6500 | $739K |
| BRUNE CATHERINE S | Director | 2026-03-05 | Gift | 450 | $0 |
| Martin Ryan J | SVP Finance | 2026-03-04 | Open-market sell | 1300 | $147K |
| LYONS MARTIN J | Chairman, President & CEO, Director | 2026-03-03 | Open-market sell 10b5-1 | 26818 | $3.0M |
| Lindgren Mark C | Insider | 2026-03-03 | Open-market sell 10b5-1 | 2073 | $232K |
| Schukar Shawn E | Insider | 2026-03-03 | Open-market sell 10b5-1 | 4975 | $556K |
| Rausch Timothy S. | Director | 2026-03-01 | Grant/award | 1251 | $0 |
| Arora Ajay K | SVP of Subsidiary | 2026-02-27 | Tax withholding | 1035 | $117K |
| LYONS MARTIN J | Chairman, President & CEO, Director | 2026-02-27 | Tax withholding 10b5-1 | 28154 | $3.2M |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Ameren Missouri faces a materially tighter capital and regulatory environment, with a 21% capex increase to $33.1B alongside a reduced revenue requirement cap and a new forward-looking gas rate mechanism that shifts recovery risk. Execution risk has risen sharply with 2.2 GW of large-load customer agreements now on the books, carrying early-termination, supply chain, and liquidity exposure. Together, these changes represent a concentrated worsening across regulatory recovery and operational execution themes.
4 company-specific
Revenue requirement cap reduced from 2.5% to 2.25%, tightening capital investment constraints and recovery limitations for Ameren Missouri's electric service business.
As a result of the election to use the PISA, Ameren Missouri’s electric service business is subject to a limitation on increasing the annual revenue requirement due to the inclusion of incremental…
Capital expenditure estimates increased 21% ($27.4B to $33.1B). New risks disclosed: MISO capacity accreditation rule changes, federal fossil fuel policy shift creating renewable energy uncertainty, natural gas supply agreement risks.
OPERATIONAL RISKS The construction and acquisition of, and capital improvements to, electric and natural gas utility infrastructure, along with Ameren Missouri’s ability to implement its Smart…
New disclosure of 2.2 GW signed agreements with large load customers and material execution risks: early termination, capacity reduction, supply chain constraints, and liquidity impacts from energy purchases.
Realized energy demand from current and potential new customers may differ significantly from forecasts. The Ameren Companies have historically experienced minimal growth in energy demand for the…
New disclosure of PPRA allowing Ameren Missouri natural gas rates based on future costs post-June 2026, shifting from historical to forward-looking basis. Removal of Rush Island securitization details suggests resolved issue but addition of PPRA represents new regulatory mechanism affecting rate recovery.
The electric and natural gas rates that we are allowed to charge are determined through regulatory proceedings, which are subject to intervention and appeal. Rates are also subject to legislative…
Ameren Corporation increased its equity distribution program by $2 billion, expanding the aggregate authorized gross sales price to $2.27 billion for potential issuance of common stock through multiple sales agents and forward sellers. This represents a material expansion of the company's capacity to issue dilutive equity securities, which is a key indicator of capital-raising activity and potential shareholder dilution.
View raw filing on EDGAR →Ameren issued a press release on July 30, 2026, announcing second quarter 2026 earnings results with diluted EPS of $1.13 versus $1.01 in the prior year, net income of $314 million versus $275 million, and reaffirmed full-year 2026 guidance of $5.25–$5.45 per share.
View raw filing on EDGAR →